MBCC TH 21st Nov'25 - "The $17 trillion Japanese Yen problem, this was never about US or S&P 500 or AI, one of the biggest MACRO indicators been flashing..AGAIN...global margin call?"

People forget just how big the Japanese Bond market and FX Yen is…remember August 24 when Nikkei opened down 12% and Bitcoin down 25%?

People will quote specific charts and levels and media will make up stories..but this is where CROSS ASSET ANALYSIS IS SUPER IMP…

Well…let us tell you what JAPAN JUST ANNOUNCED and what it means for ALL RISK ASSETS…this is not about pe/margins/depreciation or mstr or anything..it is about GLOBAL LIQUIDITY!